Squire Investment Management Company, LLC
Net buyer this quarter
$415M
28
+$2.38M
8.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IDEV | $17.9M | 4.32% | Not reported | +5.4% | Q4 2023 |
 NBHC | $4.75M | 1.14% | 0.24% | Not reported | Q3 2024 |
 DFAX | $2.84M | 0.68% | Not reported | -0.5% | Q4 2023 |
 AAPL | $2.57M | 0.62% | 0.00% | +8.0% | Q4 2023 |
| SCZ | $1.34M | 0.32% | Not reported | +2.8% | Q4 2023 |
 NVDA | $1.22M | 0.29% | 0.00% | +14.4% | Q1 2024 |
 PANW | $1.04M | 0.25% | 0.00% | Not reported | Q1 2026 |
| VLUE | $922K | 0.22% | Not reported | -15.1% | Q2 2025 |
 JPM | $757K | 0.18% | 0.00% | +1.2% | Q4 2023 |
 QQQ | $730K | 0.18% | Not reported | -0.3% | Q4 2024 |
 AMZN | $639K | 0.15% | 0.00% | +11.5% | Q2 2025 |
 MSFT | $477K | 0.11% | 0.00% | +53.2% | Q1 2025 |
 GLW | $434K | 0.10% | 0.00% | -8.4% | Q1 2026 |
 DIV | $385K | 0.09% | Not reported | Not reported | Q4 2023 |
 ZION | $357K | 0.09% | 0.00% | New | Q2 2026 |
 BRK.B | $350K | 0.08% | Not reported | +5.0% | Q4 2024 |
 BSVN | $322K | 0.08% | 0.04% | +19.1% | Q4 2023 |
 GOOGL | $304K | 0.07% | 0.00% | -11.3% | Q4 2025 |
 CVX | $288K | 0.07% | 0.00% | +5.3% | Q3 2024 |
| GOOG | $281K | 0.07% | Not reported | +5.3% | Q4 2025 |
 ABBV | $266K | 0.06% | 0.00% | +2.2% | Q3 2025 |
 JNJ | $251K | 0.06% | 0.00% | +2.5% | Q1 2026 |
 UMC | $238K | 0.06% | 0.00% | New | Q2 2026 |
 MMM | $238K | 0.06% | 0.00% | +4.2% | Q1 2025 |
 CL | $220K | 0.05% | 0.00% | +1.0% | Q4 2023 |
 SECT | $209K | 0.05% | Not reported | New | Q2 2026 |
 NEM | $207K | 0.05% | 0.00% | +1.9% | Q4 2025 |
 ET | $193K | 0.05% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| IDEV | $16M | 4.44% | Not reported | +10.4% | Q4 2023 |
| NBHC | $4.19M | 1.16% | 0.24% | Not reported | Q3 2024 |
| DFAX | $2.64M | 0.73% | Not reported | 0.0% | Q4 2023 |
| AAPL | $2.09M | 0.58% | 0.00% | -0.7% | Q4 2023 |
| SCZ | $1.25M | 0.35% | Not reported | Not reported | Q4 2023 |
| NVDA | $932K | 0.26% | 0.00% | +1.3% | Q1 2024 |
| VLUE | $773K | 0.21% | Not reported | Not reported | Q2 2025 |
| JPM | $672K | 0.19% | 0.00% | -0.7% | Q4 2023 |
| QQQ | $574K | 0.16% | Not reported | +0.5% | Q4 2024 |
| AMZN | $501K | 0.14% | 0.00% | -0.7% | Q2 2025 |
| PANW | $491K | 0.14% | 0.00% | New | Q1 2026 |
| DIV | $382K | 0.11% | Not reported | +28.3% | Q4 2023 |
| CVX | $342K | 0.09% | 0.00% | +0.6% | Q3 2024 |
| BRK.B | $319K | 0.09% | Not reported | +0.8% | Q4 2024 |
| MSFT | $309K | 0.09% | 0.00% | -5.1% | Q1 2025 |
| GOOGL | $276K | 0.08% | 0.00% | +35.3% | Q4 2025 |
| BSVN | $272K | 0.08% | 0.04% | -36.9% | Q4 2023 |
| GLW | $252K | 0.07% | 0.00% | New | Q1 2026 |
| JNJ | $236K | 0.07% | 0.00% | New | Q1 2026 |
| NEM | $235K | 0.07% | 0.00% | +0.4% | Q4 2025 |
| ABBV | $225K | 0.06% | 0.00% | -0.2% | Q3 2025 |
| GOOG | $216K | 0.06% | Not reported | Not reported | Q4 2025 |
| MMM | $205K | 0.06% | 0.00% | -0.2% | Q1 2025 |
| CL | $202K | 0.06% | 0.00% | -13.5% | Q4 2023 |
| Q4 2025 | |||||
| IDEV | $14.3M | 4.32% | Not reported | +6.2% | Q4 2023 |
| NBHC | $4.07M | 1.23% | 0.28% | Not reported | Q3 2024 |
| DFAX | $2.54M | 0.77% | Not reported | -7.2% | Q4 2023 |
| AAPL | $2.25M | 0.68% | 0.00% | -0.2% | Q4 2023 |
| SCZ | $1.23M | 0.37% | Not reported | Not reported | Q4 2023 |
| NVDA | $984K | 0.30% | 0.00% | +36.1% | Q1 2024 |
| VLUE | $743K | 0.22% | Not reported | Not reported | Q2 2025 |
| JPM | $741K | 0.22% | 0.00% | -6.7% | Q4 2023 |
| QQQ | $608K | 0.18% | Not reported | Not reported | Q4 2024 |
| AMZN | $559K | 0.17% | 0.00% | +94.2% | Q2 2025 |
| BSVN | $433K | 0.13% | 0.06% | -5.1% | Q4 2023 |
| MSFT | $425K | 0.13% | 0.00% | +7.2% | Q1 2025 |
| BRK.B | $332K | 0.10% | Not reported | +1.5% | Q4 2024 |
| DIV | $273K | 0.08% | Not reported | +5.5% | Q4 2023 |
| CVX | $250K | 0.08% | 0.00% | -4.4% | Q3 2024 |
| ABBV | $237K | 0.07% | 0.00% | +3.2% | Q3 2025 |
| GOOG | $237K | 0.07% | Not reported | New | Q4 2025 |
| MMM | $227K | 0.07% | 0.00% | +1.2% | Q1 2025 |
| GOOGL | $222K | 0.07% | 0.00% | New | Q4 2025 |
| CL | $217K | 0.07% | 0.00% | +1.9% | Q4 2023 |
| NEM | $216K | 0.07% | 0.00% | New | Q4 2025 |
 IBM | $205K | 0.06% | 0.00% | New | Q4 2025 |
 COOK | $12.3K | 0.00% | 0.42% | Not reported | Q4 2023 |
| Q3 2025 | |||||
| IDEV | $13.1M | 4.26% | Not reported | +5.9% | Q4 2023 |
| NBHC | $4.13M | 1.35% | 0.28% | Not reported | Q3 2024 |
| DFAX | $2.62M | 0.85% | Not reported | -1.0% | Q4 2023 |
| AAPL | $2.11M | 0.69% | 0.00% | +16.1% | Q4 2023 |
| SCZ | $1.22M | 0.40% | Not reported | Not reported | Q4 2023 |
| JPM | $778K | 0.25% | 0.00% | Not reported | Q4 2023 |
| NVDA | $723K | 0.24% | 0.00% | +2.2% | Q1 2024 |
| VLUE | $680K | 0.22% | Not reported | Not reported | Q2 2025 |
| BSVN | $457K | 0.15% | 0.06% | -0.2% | Q4 2023 |
| MSFT | $425K | 0.14% | 0.00% | +6.8% | Q1 2025 |
| BRK.B | $327K | 0.11% | Not reported | -0.9% | Q4 2024 |
| AMZN | $274K | 0.09% | 0.00% | +12.6% | Q2 2025 |
| CVX | $267K | 0.09% | 0.00% | +2.9% | Q3 2024 |
| DIV | $264K | 0.09% | Not reported | +5.9% | Q4 2023 |
| ABBV | $232K | 0.08% | 0.00% | New | Q3 2025 |
| MMM | $217K | 0.07% | 0.00% | +0.3% | Q1 2025 |
| CL | $215K | 0.07% | 0.00% | -1.0% | Q4 2023 |
| COOK | $13.9K | 0.00% | 0.01% | Not reported | Q4 2023 |